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諾輝健康-B(06606.HK):與阿斯利康合作冀助「常衛清」滲透市場 短期無降價計劃
阿思達克 03-16 11:22
諾輝健康-B(06606.HK)公布與阿斯利康(AZN.US)簽訂合作推廣協議,雙方將共同在中國大陸地區公立醫院及藥店和互聯網醫院,推廣結直腸癌篩查測試產品「常衛清」。公司首席執行官朱葉青在全年業績網上會議表示,阿斯利康為最國際化的藥企,且於中國的銷售人員達4,000人,相信是次合作有助公司將產品進一步滲透市場,公司亦會擴大有關銷售團隊的規模,期望由今年首季的約100人,增至年底的約500人。

他指,希望公司的產品盡快進入更多醫院及體檢中心銷售,相信透過加深與保險及互聯網醫療商等的合作,可令產品的認知度及滲透度提高。公司目標為於2025年的醫院滲透率升至5%,體檢中心銷售擴至1,000間,及三至五年的市場滲透增至20%。

首席財務官高煜則稱,「常衛清」是中國目前唯一獲國家藥監局批准的結直腸癌篩查能夠測試癌前病變,由於臨床時間長,相信該產品未來五年內並無競爭對手,因此公司短期沒有降價計劃。而公司對成本非常重視,會藉第三方檢測的規模效應,及推進全自動化生產等降低成本及提升毛利率。

另外,主席兼首席科學官陳一友提到,公司與阿斯利康亦有合作發展海外市場的潛力,目前較關注的市場包括距離較近、相對容易接受中國標準及基因構成較為相似的市場,例如東南亞、日韓及印度等地,不過目前未有具體目標發展市場。

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